Souders Financial Advisors Purchases and Sells in Q3 2024

Souders Financial Advisors

$683 Million
Q3 2024

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	23.2K + 32.36%	$475.2 - $527.7 $11M - $12.3M	95.1K $50.2M
CGCP	164K + 7.6%	$22.12 - $23.31 $3.62M - $3.82M	2.32M $53.6M
FBND	114K + 55.51%	$44.65 - $47.21 $5.09M - $5.38M	319K $14.9M
FCX	74.1K + 440.57%	$39.52 - $51.92 $2.93M - $3.85M	90.9K $4.54M
UNP	14.6K + 1032.46%	$221.78 - $256.09 $3.24M - $3.75M	16K $3.95M
MCD	9.94K + 235.55%	$245.82 - $304.51 $2.44M - $3.03M	14.2K $4.31M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	3.79K New	$225.92 - $271.17 $857K - $1.03M	3.79K $1.03M
BA	5.59K New	$152.04 - $190.6 $850K - $1.07M	5.59K $849K
MSTR	5.01K New	$114.3 - $1800.09 $572K - $9.01M	5.01K $844K
RCL	4.51K New	$138.85 - $182.81 $626K - $824K	4.51K $799K
CEG	1.21K New	$167.08 - $262.86 $202K - $318K	1.21K $314K
ACN	744 New	$295.44 - $355.81 $220K - $265K	744 $262K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDVG	-277K - 97.75%	$37.87 - $40.96 $10.5M - $11.4M	6.37K $261K
IJR	-40.7K - 50.33%	$105.53 - $118.34 $4.29M - $4.82M	40.2K $4.7M
HLT	-17.7K - 94.09%	$201.82 - $234.36 $3.57M - $4.14M	1.11K $256K
COP	-30.4K - 93.39%	$102.3 - $116.61 $3.11M - $3.54M	2.15K $226K
AGG	-29.3K - 11.66%	$96.25 - $101.98 $2.82M - $2.99M	222K $22.5M
SCHG	-14.6K - 7.78%	$92.63 - $105.69 $1.35M - $1.54M	173K $18M

Activity Summary All Purchases 108 New Holdings 16 Increased Positions 92 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.